San Diego Military Advisory Council (EIN 731696166) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Paul Pearigen

Phone

6192993763

Tax Period

2023-01-01 to 2023-12-31

San Diego Military Advisory Council, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $402K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $379K left a modest 6% surplus.

Mission

The San Diego Military Council (SDMAC) is a nonprofit mutual benefit corporation, whose mission is to support, promote, and represent the common business and other interests of the military, their quality of life issues, and the defense industry in the San Diego area. SDMAC will advance the partnership and communication between the military, our elected and appointed officials, and the business community, while working to enhance recognition of the military's many contributions to the greater San Diego area, and will be capable of focusing on, speaking publicll on, and taking appropriate actions in furtherance of its mission.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $372,581

Investment Income $12,822

Other Revenue $16,960

TOTAL REVENUE $402,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,239

Fundraising Expenses $0

Program Expenses $394,988

Other Expenses $173,864

TOTAL EXPENSES $379,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,363	$348,771	+0.2%
Expenses	$379,103	$361,887	+0.0%
Net Income	$23,260	$-13,116	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Balmert	President & CEO	40.00	Officer Director	$100,000	$0	$100,000
Richard Allen	Director	1.00	Officer Director	$0	$0	$0
Jeff Ames	Director	1.00	Officer Director	$0	$0	$0
Susan Couch	Director	1.00	Officer Director	$0	$0	$0
David Dearie	Director	1.00	Officer Director	$0	$0	$0
Denis Dubard	Director	1.00	Officer Director	$0	$0	$0
Tom Garcia	Secretary	1.00	Officer Director	$0	$0	$0
Paul Pearigen	Director	1.00	Officer Director	$0	$0	$0
Brandi Gill	Director	1.00	Officer Director	$0	$0	$0
Rob Pennoyer	Director	1.00	Officer Director	$0	$0	$0
Matt Griesbach	Director	1.00	Officer Director	$0	$0	$0
Brett Hershman	Director	1.00	Officer Director	$0	$0	$0
Haney Hong	Director	1.00	Officer Director	$0	$0	$0
Brian Hutcherson	Director	1.00	Officer Director	$0	$0	$0
Joe Pierzina	Director	1.00	Officer Director	$0	$0	$0
Michael P McCloskey	Board Chair	1.00	Officer Director	$0	$0	$0
Terry McKearney	Director	1.00	Officer Director	$0	$0	$0
Karl Miller	Director	1.00	Officer Director	$0	$0	$0
Laurie Mulligan	Director	1.00	Officer Director	$0	$0	$0
Jenna Paukstis	Director	1.00	Officer Director	$0	$0	$0
Vic Ramsauer	Director	1.00	Officer Director	$0	$0	$0
Meg Redlin	Director	1.00	Officer Director	$0	$0	$0
George Scheel	Director	1.00	Officer Director	$0	$0	$0
Natalie Sherod	Director	1.00	Officer Director	$0	$0	$0
Marisa Silva	Director	1.00	Officer Director	$0	$0	$0
Tim Slentz	Director	1.00	Officer Director	$0	$0	$0
Dixon Smith	Director	1.00	Officer Director	$0	$0	$0
Earl Wederbrook	Director	1.00	Officer Director	$0	$0	$0
Mark Wernig	Director	1.00	Officer Director	$0	$0	$0
Mike Woiwode	Director	1.00	Officer Director	$0	$0	$0
Alan Worth	Director	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$402,363	$379,103	$459,216	$23,260
2022	$348,771	$361,887	$434,965	$-13,116
2021	$342,916	$264,975	$444,640	$77,941
2020	$264,143	$215,985	$319,445	$48,158
2019	$537,728	$465,019	$245,328	$72,709
2018	$443,638	$461,902	$144,065	$-18,264

San Diego Military Advisory Council